+45.1%
OVV vs WCC
+460.5%
-415.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -7.3% | -9.9% | +2.7% | -2.6% |
| 30D | -3.6% | -13.4% | +9.8% | +2.5% |
| 3M | -2.6% | -13.5% | +10.8% | +2.1% |
| 6M | +7.6% | -10.6% | +18.2% | +7.8% |
| YTD | +59.6% | +30.1% | +29.5% | +24.0% |
| 1Y | +62.2% | +22.3% | +39.9% | +29.9% |
| 3Y | +49.6% | +130.3% | -80.7% | -28.6% |
| 5Y | +98.9% | +144.5% | -45.6% | -19.8% |
| 10Y | +45.1% | +431.8% | -386.7% | -65.7% |
| All | +45.1% | +460.5% | -415.4% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling